Scopus Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-695,000
| Closed | -$172M | – | 296 |
|
|
2026
Q1 | $172M | Buy |
+695,000
| New | +$179M | 2.99% | 1 |
|
|
2025
Q4 | – | Sell |
-150,000
| Closed | -$36.3M | – | 307 |
|
|
2025
Q3 | $36.3M | Buy |
+150,000
| New | +$34.4M | 0.49% | 78 |
|
|
2025
Q2 | – | Sell |
-100,000
| Closed | -$19.9M | – | 286 |
|
|
2025
Q1 | $19.9M | Buy |
+100,000
| New | +$21.7M | 0.39% | 86 |
|
|
2024
Q4 | – | Sell |
-100,000
| Closed | -$22.1M | – | 257 |
|
|
2024
Q3 | $22.1M | Sell |
100,000
-50,000
| -33% | -$10.7M | 0.39% | 89 |
|
|
2024
Q2 | $30.4M | Buy |
+150,000
| New | +$30.3M | 0.61% | 52 |
|
|
2024
Q1 | – | Sell |
-200,000
| Closed | -$40.1M | – | 282 |
|
|
2023
Q4 | $40.1M | Buy |
+200,000
| New | +$35.8M | 1.01% | 26 |
|
|
2022
Q2 | – | Sell |
-725,000
| Closed | -$149M | – | 211 |
|
|
2022
Q1 | $149M | Buy |
725,000
+625,000
| +625% | +$127M | 3.69% | 1 |
|
|
2021
Q4 | $22.2M | Sell |
100,000
-225,000
| -69% | -$50.8M | 0.48% | 70 |
|
|
2021
Q3 | $71.1M | Buy |
+325,000
| New | +$72M | 1.2% | 12 |
|
|
2021
Q2 | – | Sell |
-270,000
| Closed | -$59.7M | – | 391 |
|
|
2021
Q1 | $59.7M | Sell |
270,000
-230,000
| -46% | -$50.2M | 0.75% | 43 |
|
|
2020
Q4 | $98M | Buy |
+500,000
| New | +$87.5M | 1.57% | 9 |
|
|
2020
Q3 | – | Sell |
-725,000
| Closed | -$104M | – | 273 |
|
|
2020
Q2 | $104M | Buy |
+725,000
| New | +$95.1M | 2.94% | 1 |
|
|
2018
Q4 | – | Sell |
-1,500,000
| Closed | -$253M | – | 170 |
|
|
2018
Q3 | $253M | Sell |
1,500,000
-2,400,000
| -62% | -$405M | 3.37% | 2 |
|
|
2018
Q2 | $639M | Buy |
3,900,000
+2,400,000
| +160% | +$384M | 5.93% | 2 |
|
|
2018
Q1 | $228M | Sell |
1,500,000
-1,300,000
| -46% | -$201M | 2.11% | 5 |
|
|
2017
Q4 | $427M | Buy |
2,800,000
+1,450,000
| +107% | +$218M | 4.01% | 2 |
|
|
2017
Q3 | $200M | Buy |
1,350,000
+150,000
| +13% | +$21.1M | 2.06% | 2 |
|
|
2017
Q2 | $169M | Sell |
1,200,000
-800,000
| -40% | -$111M | 1.82% | 5 |
|
|
2017
Q1 | $275M | Buy |
2,000,000
+1,000,000
| +100% | +$137M | 4.17% | 1 |
|
|
2016
Q4 | $135M | Sell |
1,000,000
-50,000
| -5% | -$6.39M | 2.99% | 2 |
|
|
2016
Q3 | $130M | Sell |
1,050,000
-1,450,000
| -58% | -$176M | 2.14% | 9 |
|
|
2016
Q2 | $287M | Sell |
2,500,000
-1,500,000
| -38% | -$169M | 3.83% | 4 |
|
|
2016
Q1 | $443M | Buy |
4,000,000
+1,650,000
| +70% | +$171M | 7.46% | 1 |
|
|
2015
Q4 | $265M | Buy |
2,350,000
+350,000
| +18% | +$40.4M | 7.67% | 1 |
|
|
2015
Q3 | $218M | Sell |
2,000,000
-200,000
| -9% | -$23.7M | 6.08% | 1 |
|
|
2015
Q2 | $275M | Buy |
+2,200,000
| New | +$275M | 4.73% | 2 |
|
|
2014
Q4 | – | Sell |
-500,000
| Closed | -$54.7M | – | 202 |
|
|
2014
Q3 | $54.7M | Sell |
500,000
-1,500,000
| -75% | -$172M | 1.11% | 19 |
|
|
2014
Q2 | $238M | Buy |
+2,000,000
| New | +$227M | 5.41% | 1 |
|
Other funds holding IWM
Scopus Asset Management's IWM Position: Q1 2026 in Review
Scopus Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 27,221 shares — an estimated $7.02M sold.
Scopus Asset Management first reported a position in IWM in Q2 2013 and held it in 4 quarters. The position peaked at $534M in Q2 2013. 2,585 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Scopus Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
- Scopus Asset Management sold 27,221 iShares Russell 2000 ETF shares in Q1 2026, an estimated $7.02M.
- Scopus Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 4 quarters.
- Scopus Asset Management's iShares Russell 2000 ETF position peaked at $534M in Q2 2013.
- 2,585 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.